Managing Contacts & Companies
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      How to Add a New Contact from a Thread

      This article explains how to add a new contact directly from a thread.

      How to create a new contact:

      1. Locate the "Create Contact" Button
        From either a claimed or unclaimed thread, click the "Create Contact" button at the top of the screen.

      2. Fill Out Contact Information
        Complete the required fields:

        • First and Last Name
          • Must contain more than one character
        • Phone Number 
        • Group
          • The Group is automatically assigned but can be edited if you are assigned to more than one group and you would like to assign the contact to both.

      2. Submit the Form

        • The "Send a Welcome Message" option is automatically checked. If you do not wish to send an automatic welcome, uncheck this box before clicking Submit.

         

        That's it! Your new contact will be added and organized within the contact book.